Copying Evaluation Cycles

Set up evaluation cycles more quickly by copying existing ones.

Jimmy Harrison avatar
Written by Jimmy Harrison
Updated over a week ago

Note: This feature is only visible for users with "Manage Evaluations" permission.
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You can copy existing evaluations to make the process of setting up steps and rosters faster.

1. From the Evaluations main page, find the instance you'd like to copy, click on the three-dot menu and click "Clone". If you're looking for an older instance, don't forget to check your inactive ones!

2. If desired, update the school year of the new evaluation. This is important if you are copying last year's evaluations to use again this year.

3. Decide whether you want to copy rosters or not. All of the steps configured as part of the cycle will copy regardless of what you select here.

4. Activate the copied evaluation. Newly copied evaluations are marked as inactive by default, so once you've made any necessary adjustments (e.g., updated the due dates for a new school year) be sure to mark the instance as active to let evaluators and staff members begin completing steps.

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